Bartlett & Co Wealth Management’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SPTS Stock Details SPTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.43K	Hold	325	–	–	﹤0.01%	1001
2026 Q1	$9.46K	Hold	325	–	–	﹤0.01%	930
2025 Q4	$9.52K	Hold	325	–	–	﹤0.01%	930
2025 Q3	$9.53K	Hold	325	–	–	﹤0.01%	927
2025 Q2	$9.52K	Hold	325	–	–	﹤0.01%	923
2025 Q1	$9.5K	Hold	325	–	–	﹤0.01%	918
2024 Q4	$9.43K	Hold	325	–	–	﹤0.01%	914
2024 Q3	$9.56K	Hold	325	–	–	﹤0.01%	918
2024 Q2	$9.38K	Hold	325	–	–	﹤0.01%	924
2024 Q1	$9.4K	Hold	325	–	–	﹤0.01%	917
2023 Q4	$9.44K	Hold	325	–	–	﹤0.01%	1012
2023 Q3	$9.33K	Hold	325	–	–	﹤0.01%	936
2023 Q2	$9.36K	Hold	325	–	–	﹤0.01%	934
2023 Q1	$9.5K	Hold	325	–	–	﹤0.01%	832
2022 Q4	$9.39K	Hold	325	–	–	﹤0.01%	840
2022 Q3	$9.4K	Hold	325	–	–	﹤0.01%	833
2022 Q2	$9.57K	Hold	325	–	–	﹤0.01%	876
2022 Q1	$9.64K	Buy	+325	New	+$9.77K	﹤0.01%	837
2021 Q4	–	Sell	-325	Closed	-$9.96K	–	816
2021 Q3	$9.96K	Hold	325	–	–	﹤0.01%	697
2021 Q2	$9.96K	Hold	325	–	–	﹤0.01%	689
2021 Q1	$9.96K	Hold	325	–	–	﹤0.01%	730
2020 Q4	$9.98K	Hold	325	–	–	﹤0.01%	730
2020 Q3	$9.98K	Hold	325	–	–	﹤0.01%	680
2020 Q2	$9.98K	Hold	325	–	–	﹤0.01%	680
2020 Q1	$9.98K	Buy	+325	New	+$9.83K	﹤0.01%	660
2019 Q3	–	Sell	-383	Closed	-$11.5K	–	930
2019 Q2	$11.5K	Buy	+383	New	+$11.4K	﹤0.01%	579

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bartlett & Co Wealth Management's SPTS Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) position steady in Q2 2026 at 325 shares worth $9.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Bartlett & Co Wealth Management first reported a position in SPTS in Q2 2019 and has held it in 26 quarters since. The position peaked at $11.5K in Q2 2019. 410 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Bartlett & Co Wealth Management held 325 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $9.43K as of Q2 2026.
Bartlett & Co Wealth Management left its State Street SPDR Portfolio Short Term Treasury ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1001 holding.
Bartlett & Co Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2019 and has held it in 26 quarters since.
Bartlett & Co Wealth Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $11.5K in Q2 2019.
410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.